Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$800,057
+$34,774 QoQ
Shares Held
2,348
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,172
of 2,131 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BURKE & HERBERT BANK & TRUST CO holds $1,867,843 across 4 Insurance - Property & Casualty names. CB ranks #1 (42.8% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,057 | 2,348 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $765,283 | 2,348 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $729,735 | 2,338 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $659,899 | 2,338 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $349,981 | 1,208 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $364,803 | 1,208 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $333,770 | 1,208 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $348,374 | 1,208 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $308,136 | 1,208 | Shares | Sole | 2024-07-16 | |
| 2020-12-31 | $249,812 | 1,623 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||